Areas served · Phoenix Metro
Retirement planning for women in Ahwatukee, Arizona.
Ahwatukee sits just west of the East Valley, tucked below South Mountain. It's an easy reach for an in-person conversation, and virtual is always an option.
One coordinated plan
When you have been in the same house a long time
If you have been in the same house in Ahwatukee for decades, it has become one of the biggest things you own, and the decision to stay or move goes badly when it gets made under pressure in a hard year. How a home fits with everything else you have is on the What I Do page.
Meeting in Ahwatukee
Meetings are by appointment, in person when you would like, or by phone or video.
Questions
Working together in Ahwatukee
I have been in the same house for thirty years. Does that come up in planning?
It usually does, because for most people it is one of the biggest things they own. What comes up is not what to do with it. It is understanding how it fits with everything else you have, so that if the question of staying or moving ever arrives, it does not arrive as a surprise.
Do you meet in person in Ahwatukee?
Yes, by appointment. Some clients prefer to meet face to face and others find phone or video simpler, and either one works.
Let's start with a conversation.
The first conversation is at no cost. It's about understanding your situation and whether it makes sense to continue from there.